Brewin Investment Training Conference

Tuesday 21st & Wednesday 22nd November 2017

Corinthia Hotel, London

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Welcome

The Brewin Investment Conferences are hosted by a range of leading asset managers. The aim is to update Brewin Dolphin wealth managers on a broad array of funds and asset classes, sharing the latest thinking from some of the brightest brains in the industry.

These events are educational and qualify for structured CPD points. They are invitation only. Please contact brewindolphin@mipagency.com for further information.

The next Brewin Investment Training Conference will take place on 21st and 22nd November at the Corinthia Hotel, London. Once again, this event brings together a broad range of our buy-list managers for two days of intensive, educational presentations. The event will qualify for structured CPD points.

The agenda will comprise a mix of main platform presentations and smaller, more intimate boardroom sessions. All presentations will be educational in nature and there will be plenty of time for questions.

A selection of buy-list managers will present on a broad range of topics, giving insights into world economies and markets. As usual, we will ensure there is little (if any) overlap in content.

View photos and feedback from last year's training programme.

As last year, the venue is the Corinthia Hotel, Whitehall Place, which is near Charing Cross station and easily accessed by tube and train.

Event Info

The seventh Brewin Investment Training Conference will take place on 21st & 22nd November 2017 at the Corinthia Hotel, London.

Once again, we will bring together a host of fascinating buy-list managers who will share their views on a range of funds and asset classes. All presentations will qualify for structured CPD points.

Some of the UK's best-known managers will discuss their views on markets and funds in both main platform and boardroom sessions. Our own research team will also present on our latest asset allocation policy. All presentations will have a strong educational bias.

Whilst we have a very packed agenda, we have incorporated time for you to network with fund managers and your peers from Brewin Dolphin over lunches and dinner. We also look forward to welcoming another a high-profile external speaker over dinner.

Agenda

The agenda is a mix of main platform sessions and smaller boardroom sessions. We ask that all delegates please ensure they attend all sessions.


Time Description
From 9.00am Arrivals and registration
9.30am Main platform: Welcome address from Brewin Dolphin
9.45am Main platform presentation: BlackRock
10.15am Main platform presentation: Investec Asset Management
10.45am Main platform presentation: Aviva Investors
11.15am Main platform presentation: Woodford
11.45am Break
12.00pm Boardroom session 1: Janus Henderson Investors, BNY Mellon, Invesco Perpetual, M&G Investments & Jupiter Asset Management
12.45pm Boardroom session 2: Janus Henderson Investors, BNY Mellon, Invesco Perpetual, M&G Investments & Jupiter Asset Management
1.30pm Networking lunch
2.30pm Boardroom session 3: Janus Henderson Investors, BNY Mellon, Invesco Perpetual, M&G Investments & Jupiter Asset Management
3.15pm Boardroom session 4: Janus Henderson Investors, BNY Mellon, Invesco Perpetual, M&G Investments & Jupiter Asset Management
4.00pm Boardroom session 5: Janus Henderson Investors, BNY Mellon, Invesco Perpetual, M&G Investments & Jupiter Asset Management
4.45pm Free time
7.30pm Drinks and black-tie dinner with keynote speech from Lucy Kellaway
Time Description
8.30am Coffee
8.45am A market update and Q&A with Guy Foster
9.30am Main platform presentation: Toscafund Asset Management
10.00am Main platform presentation: Baillie Gifford
10.30am Break
10.45am Boardroom session 6: Artemis, Columbia Threadneedle, Majedie, Allianz & Kames
11.30am Boardroom session 7: Artemis, Columbia Threadneedle, Majedie, Allianz & Kames
12.15pm Lunch
1.15pm Boardroom session 8: Artemis, Columbia Threadneedle, Majedie, Allianz & Kames
2.00pm Boardroom session 9: Artemis, Columbia Threadneedle, Majedie, Allianz & Kames
2.45pm Boardroom session 10: Artemis, Columbia Threadneedle, Majedie, Allianz & Kames
3.30pm Break
3.45pm The Chancellors debate
Lord Norman Lamont and The Rt Hon Kenneth Clarke
moderated by Brewins
4.30pm Closing drinks

Speakers

We are lucky to have secured some of the best and most well-known managers in the industry. These seasoned investment professionals will share insights into their funds and the latest thinking in their respective sectors.


Mike Riddell

Allianz

Fixed Income


Cormac Weldon

Artemis

US


Thomas S. Forsha

Aviva Investors

US Equity Income Fund


Praveen Kumar

Baillie Gifford

Japanese Smaller Companies


Andreas Zoellinger

BlackRock

European Equity


John Bailer

BNY Mellon

US Equity Income


David Dudding & Mark Nichols

Columbia Threadneedle

European Select


William Lam

Invesco Perpetual

Asian Fund


Blake Hutchins

Investec Asset Management

Global Quality Equity Income


John Pattullo & Jenna Barnard

Janus Henderson Investment

Fixed Income


Avinash Vazirani

Jupiter Asset Management

Emerging Markets


David Ennett

Kames

Short Dated High Yield Bond


Claudia Calich

M&G Investments

Emerging Market Bond Fund


James de Uphaugh

Majedie

UK Equity Fund


Johnny de la Hey

Toscafund Asset Management

The Aptus Investment Fund


Neil Woodford

Woodford

TBC

Guest Speakers

Lucy Kellaway | Dinner keynote speaker

Lucy Kellaway is the co–founder of Now Teach which she set up in 2016, and in September 2017 she started her training to be a maths teacher, part of the first cohort of Now Teach trainees. She spent 30 years as a journalist on the Financial Times, where she was energy correspondent, Brussels correspondent, a Lex writer, and an interviewer of business people and celebrities for the Lunch with the FT series and the FT Weekend. Her weekly Monday column poked fun at management fads and jargon and celebrated the ups and downs of office life. She spent nearly 10 as a non-executive director of Admiral insurance. After graduating from Oxford with a degree in PPE, she worked for JP Morgan.


Lord Norman Lamont | The Chancellors debate, Day 2

A Conservative MP for 25 years, Lord Norman Lamont was Chancellor of the Exchequer from 1990-1993, presiding over a recession and the UK's withdrawal of sterling from the Exchange Rate Mechanism. He has since been described by the economist Sir Alan Walters as "not only the most effective, but also the bravest Chancellor since the war." Since leaving the Commons, Lord Lamont has held directorships with RAB Capital, Balli and Phorm. He is President of the Economic Research Council, Britain's oldest economic think tank.


The Rt Hon Kenneth Clarke | The Chancellors debate, Day 2

Ken Clarke has been a Member of Parliament for Rushcliffe since the General Election of 1970. Ken has extensive experience in government, spanning three decades. He has served in two of the four Great Offices of State: Chancellor and Home Secretary. During his time as Chancellor of the Exchequer, from 1993 to 1997, Britain recovered from recession and was set on a course of economic growth with low inflation. In addition, the budget deficit was halved and interest rates and unemployment fell. In May 2010, he was appointed Lord Chancellor and Secretary of State for Justice, and subsequently as Minister without Portfolio. Ken returned to the back benches following the Cabinet re-shuffle in July 2014.

Photos & Feedback from 2016

Venue

Corinthia Hotel London

The Corinthia is just a couple of minutes from Trafalgar Square and Westminster. The nearest tubes are Embankment and Charing Cross. Waterloo is also nearby.

Corinthia Hotel London
Whitehall Place
London
SW1A 2BD
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